About this role
MoneySmart Financial is a digital-first insurance marketplace that generates thousands of monthly customer enquiries from users actively comparing insurance options. Founded in 2009, MoneySmart’s mission is to empower consumers to make confident financial decisions while helping partners grow efficiently through performance-driven marketing.
Mission
Effectively convert qualified inbound enquiries into issued policies by conducting thorough needs analyses, presenting strong recommendations, and securing decisive closures.
This role is ideal for advisors who excel in:
Speed-to-lead response Virtual advisory (phone / video consultations) High-volume sales conversion
Why You’ll Succeed Here
Ready prospects are provided daily Data-driven sales environment with clear KPIs Strong support from marketing, tech and operations teams A culture that rewards speed, ownership and results We offer a highly competitive commission structure, with performance incentives that are directly tied to production and conversion
Responsibilities
Lead Conversion
Contact new leads quickly to maximise engagement Conduct needs-based conversations and present solutions Close sales and drive applications through to issuance
Revenue Growth
Hit monthly and quarterly sales and revenue targets Increase case size and product mix Identify cross-sell opportunities across life and health plans
Client Experience
Deliver clear, trustworthy and professional advisory Maintain strong follow-up and post-sale servicing Conduct annual policy reviews to generate repeat business
Requirements
Minimum 3 years in insurance / financial advisory sales with a strong understanding of life and health insurance products Required certifications : CMFAS M5, M9, M9A, HI Additional certifications (M8, M8A, PGI, BCP, ComGI) are advantageous Advisors comfortable working with high lead volumes Individuals who are disciplined, metrics-driven and target-oriented Strong communication and objection-handling skills
MoneySmart Culture Values & Tenets
The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:
Play to win as a team Solve for the customer Embrace a personal growth mindset Step up and own it Challenge the status quo and deliver outcomes
MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.